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SharePoint: Getting Started
Presented By Rich Giglio – July 25th, 2015
www.sohodragon.com
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Worked in Finance in the fashion industry
Power user in excel and MS Access
Currently Project Manager for Soho Dragon Solutions
Working with SharePoint about 9 months
Work Experience
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Penn State
Rugby player
Motorcycles
Blinkers
Formula 1 racing
Moto GP racing
Life Experience
There will be some Q&A at the end
If you have any questions, please don’t hesitate to stop me and ask if you don’t understand something
Questions
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Demo of basic SharePoint functionality at the end
At the end
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Talking Points
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1. What is SharePoint?
2. Navigating through SharePoint
3. Goal of SharePoint
4. Setting up permissions
5. Security
6. Sub sites
7. Uploading information into SharePoint
8. Workflows/alerts
9. Searching SharePoint
10. SharePoint in the Cloud (Office365)
1. What is SharePoint?
2. Navigating through SharePoint
3. Goal of SharePoint
4. Setting up permissions
5. Security
6. Sub sites
7. Uploading information into SharePoint
8. Workflows/alerts
9. Searching SharePoint
10. SharePoint in the Cloud (Office365)
Talking Points
www.sohodragon.com
SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly
format Share information with colleagues Access SharePoint Remotely
Hottest selling application in Microsoft’s history
What is SharePoint?
www.sohodragon.com
What is SharePoint?
www.sohodragon.com
A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly
format Share information with colleagues Access SharePoint Remotely
Hottest selling application in Microsoft’s history
What is SharePoint?
www.sohodragon.com
A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly
format Share information with colleagues Access SharePoint Remotely
Hottest selling application in Microsoft’s history
SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
Social media feed
Create tasks for teammates
Take notes that are specific to that page via OneNote
Have mailboxes in outlook designated to sites
Designated document Libraries
Sites
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Sites
SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
Uploading of documents
Tagging Meta data
Setting Content types
Trigger a workflow
Set the wheels in motion
www.sohodragon.com
SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
Meta Data and Content Types
ExpensesPurchase
OrdersInvoices
Financial Documents
Travel Receipts GM% Product costs
SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
Crawl SharePoint farms
Highly customizable
Most commonly centralized
Crawl entire SharePoint environment
Crawl specific region of SharePoint environment
All SharePoint content in South America
Place a hold on documents
Search and eDiscovery
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Index 1 Index 2 Index 3
SharePoint files/File Share/Exchange/etc.
User Search
SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
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Streamline manual, internal operations
Event receivers
Bulk management through User Groups
Email notifications
Workflows
Workflows
Permissions/User Groups
www.sohodragon.com
Limit search functionalities of employees
Small private company
50-100 employees
2 or 3 regional offices
Easily manage who has access to what through a user group
Enterprise Company
500-2,000 employees
Nation wide, or worldwide
Automatically send documents from team to team through SharePoint
Add/remove permissions in a workflow
Permissions/User Groups
www.sohodragon.com
Limit search functionalities of employees
Small private company
50-100 employees
2 or 3 regional offices
Easily manage who has access to what through a user group
Enterprise Company
500-2,000 employees
Nation wide, or worldwide
Automatically send documents from team to team through SharePoint
Add/remove permissions in a workflow
Permissions/User Groups
www.sohodragon.com
Limit search functionalities of employees
Small private company
50-100 employees
2 or 3 regional offices
Easily manage who has access to what through a user group
Enterprise Company
500-2,000 employees
Nation wide, or worldwide
Automatically send documents from team to team through SharePoint
Add/remove permissions in a workflow
Keep files in synch
Access from anywhere
Share from anywhere
1 version of every document
Edit online
Work offline capabilities
SharePoint + O365
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Recap
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Clear definition of SharePoint
Clear understanding of a sub site
Team site
Clear definition of Meta Data and Content Types
Tagging documents
Clear understanding of how a document is searched
Brief introduction to workflows
Understanding of how they work
Clear understanding of Permissions/User groups
Introduction to SharePoint online (Office 365)
Demo to clarify functionality
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